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Legacy CG’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Legacy CG’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-119,276
Closed -$2.96M – 61
2021
Q4 		$2.96M Buy
+119,276
New +$2.97M 1.78% 28

Other funds holding IBDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Legacy CG's IBDW Position: Q1 2022 in Review

Legacy CG sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2022, closing a stake of 119,276 shares — an estimated $2.96M sold.

Legacy CG first reported a position in IBDW in Q4 2021 and held it in 1 quarter. The position peaked at $2.96M in Q4 2021. 20 funds tracked by Wall St. Rank hold IBDW as of Q1 2022.

  • Legacy CG reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy CG sold 119,276 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2022, an estimated $2.96M.
  • Legacy CG first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • Legacy CG's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $2.96M in Q4 2021.
  • 20 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2022.

Based on Legacy CG's 13F filing for Q1 2022, filed 4 May 2022.